Eversource Energy
560 hedge funds and large institutions have $12.2B invested in Eversource Energy in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 51 closing their positions.
278% more call options, than puts
Call options by funds: $36.7M | Put options by funds: $9.69M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 179
0.6% more ownership
Funds ownership: 70.54% → 71.14% (+0.6%)
4% less funds holding
Funds holding: 581 → 560 (-21)
9% less capital invested
Capital invested by funds: $13.4B → $12.2B (-$1.17B)
27% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
LNZ Capital
New York
|
+$91M |
| 2 |
Millennium Management
New York
|
+$82M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.4M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$37.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$82.5M |
| 2 |
Bank of New York Mellon
New York
|
-$77.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$58.1M |
| 4 |
Neuberger Berman Group
New York
|
-$43.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$40M |
ES Hedge Fund Activity: Q3 2016 in Review
560 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2016, worth a combined $12.2B — down 8.7% from $13.4B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of ES and 37 opened new positions — a net loss of 14 holders — while 179 trimmed existing stakes and 227 added.
The largest buyer was LNZ Capital, opening a new position worth an estimated $91M. The largest seller was Brookfield Corp, exiting entirely with an estimated $82.5M sold.
- 560 institutional investors held Eversource Energy (ES) as of Q3 2016, down from 581 in Q2 2016.
- Funds reported $12.2B of Eversource Energy stock for Q3 2016, down 8.7% quarter-over-quarter.
- 37 funds opened new Eversource Energy positions in Q3 2016 and 51 closed out, a net change of -14 holders.
- The largest Eversource Energy buyer in Q3 2016 was LNZ Capital, an estimated $91M added.
- The largest Eversource Energy seller in Q3 2016 was Brookfield Corp, an estimated $82.5M sold.
Based on aggregated 13F filings for Q3 2016.